Other · DOL Form 5500 · 2024
Methodist University Retirement Plan
Data updated 2026-08-11
- $63M
- Total assets
- 372
- Participants
- 87th
- Percentile by assets
- $170,302
- Avg per participant
Official DOL plan name: Methodist University Retirement Plan · Sponsored by Methodist University · North Carolina · Educational Services
$63M in assets, 372 participants
Methodist University's Methodist University Retirement Plan reported $63M in total assets and 372 participants in its 2024 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 87th percentile by assets (of 123,622 plans)
- #2,765 in Educational Services (3,638 peers)
Coverage in North Carolina
Methodist University Retirement Plan covers 372 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $63M.
- $63M
- total plan assets (2024 EOY)
- 372
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $170,302
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Methodist University Retirement Plan end-of-year assets rose from $58M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Methodist University Retirement Plan reported participants fell from 385 in the plan year 2023 filing to 372 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Methodist University Retirement Plan reports 372 participants - about 45% of that state average ($63M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $5M |
| Employer EIN | 560657294 |
| Plan Effective Date | 1960-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Methodist University)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $53M |
| 2023 | 1 | 385 | $58M |
| 2024 | 1 | 372 | $63M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
Methodist University Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
Similar-Sized Other Plans Nationally
Other plans in other states closest to Methodist University Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Methodist University Retirement Plan assets move in 2024? ▼
How have Methodist University plan assets changed over time? ▼
Where does Methodist University Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Methodist University Retirement Plan? ▼
Next read for Methodist University Retirement Plan
Filing takeaways
Ways to act on Methodist University Retirement Plan's numbers.
- By total assets, Methodist University Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
- Methodist University's sponsor-wide assets have grown 19.3% since 2022 across 3 plan years on file. More Educational Services plans